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Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in Erie, PA

Every SEC-registered financial advisor at a firm office in Erie who lists the Chartered Financial Consultant designation, A to Z.

The short answer

6 ChFC holders work in Erie; the most are at Ameriprise Financial Services, LLC (1). 5 are also registered broker representatives.

ChFC advisors in Erie, A to Z

Every advisor in Erie →
  • John E. BakerAmeriprise Financial Services, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Joshua E. EngelsLPL Financial LLC · Certified Financial Planner, Chartered Financial Consultant
  • Michael A. JonesEdward Jones · Certified Financial Planner, Chartered Financial Consultant
  • Daniel R. KressOsaic Wealth, Inc. · Certified Financial Planner, Chartered Financial Consultant
  • Donald L. SmithProvident Wealth Management Inc. · Chartered Financial Consultant
  • Darrell E. StonerGeneos Wealth Management, Inc. · Chartered Financial Consultant

Firms with the most ChFC holders in Erie

Ameriprise Financial Services, LLC 1Edward Jones 1Geneos Wealth Management, Inc. 1LPL Financial LLC 1Osaic Wealth, Inc. 1Provident Wealth Management Inc. 1

ChFC advisors in other Pennsylvania cities

All of Pennsylvania →

Pittsburgh 42Newtown Square 36Allentown 23Lancaster 20Philadelphia 20Berwyn 18Conshohocken 17Wayne 17West Chester 14Doylestown 13Newtown 13Fort Washington 12Horsham 12King Of Prussia 12Bethlehem 11Malvern 9Radnor 9Camp Hill 8Center Valley 8State College 8York 8Bala Cynwyd 7Canonsburg 7Exton 7

Questions

How many ChFC financial advisors are in Erie, PA?

6 SEC-registered investment adviser representatives at firm offices in Erie, Pennsylvania list the ChFC designation; Ameriprise Financial Services, LLC employs the most of them (1).

What is a ChFC?

ChFC stands for Chartered Financial Consultant, The American College's financial-planning designation: eight courses and three years of experience.

How do I check a ChFC in Erie?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck. Confirm the ChFC itself with the body that issues it.

Source: the SEC's Investment Adviser Public Disclosure daily file, which lists the professional designations each investment adviser representative reports. Designations are self-reported to the SEC; confirm a ChFC with the issuing body before you rely on it. Broker-only representatives aren't included. Also by designation: CFP professionals and CFA charterholders.